Resources & Updates on the DOL Fiduciary 3.0 Rule. Learn more and get involved here!

  Episode Summary: Kristine and her husband Wayne had met with Chau Lai to finalize their financial plans. Just six months later, on the most ordinary Friday night out with … Read more

  Episode Summary: From the September/October issue of Finseca Focus magazine, Chau Lai tells the story of one of the worst phone calls she has ever received, which led to one of … Read more

  Episode Summary: Karen Diaz and her husband, Les, had just adopted their nine-month-old daughter when Les was diagnosed with esophageal cancer. Just 18 months later, Les passed away. Today, … Read more

Series Summary: Check out our 3 part mini series with guest Troy Korsgaden focused around becoming a Discussion Partner with your clients. Episode Summary: In this episode Troy talks about … Read more

Series Summary: Check out our 3 part mini series with guest Troy Korsgaden focused around becoming a Discussion Partner with your clients. Episode Summary: In this episode Troy talks about … Read more

Resources

Access website resources and articles.

My Finseca

Access communities and learning environments.

About

Together, we elevate our profession by serving the needs of our members. We protect dreams and promote financial wellbeing for all. We are the home of the top financial security professionals. Together, we are Finseca.

Events

Finseca events put insight and intentionality front and center, helping financial security professionals protect and enhance the financial well-being of people, families, and businesses everywhere.

Insights

As the home of the top financial security professionals, Finseca will elevate the reputation and visibility of the work our members do.

Resources

Access searchable content in one place! It has never been easier to find what you need to accelerate your business and maximize results. From deeper dives into diverse topics on policy and regulation, to one-pagers and webinars featuring experienced industry leaders, the Finseca Resource Library is your one-stop shop for quick and actionable tools.

Communities

Finseca’s Communities are designed to help meet the needs of each unique community within the financial security profession. Our model brings the profession together for issues that impact everyone, while also providing a customized, community-focused structure for discussion and collaboration in a more intimate setting for different areas of the profession.